Spencer Betts is the Chief Compliance Officer (CCO) and financial consultant with Bickling Financial Services in Lexington, Massachusetts. Spencer started with Bickling Financial Services, Inc., in 2000. As CCO Spencer is in charge of oversight and supervision of the investment representatives within Bickling Financial Services, Inc. Spencer enjoys making sure the processes each professional follows for all client interactions at Bickling Financial Services, Inc. is at a high standard of professional conduct. Whenever possible Spencer acts under the rules and guidelines of the Fiduciary Standard.
He is a CERTIFIED FINANCIAL PLANNERS™ and an Accredited Investment Fiduciary™. Starting in 2015 Spencer became a CFP® Board Ambassador. In this role Spencer helps the Board spread it message of financial education, the financial planning process and the need for financial planning education. Spencer has been quoted in numerous articles on his opinions on the financial planning process and how it can help individuals reach their financial goals.
Spencer has presented about the process for becoming a financial planner to Physics students at his Alma mater, Old Dominion University, multiple times. Locally he spoke to Bentley College students about the CFP® program and the process for becoming a Certified Financial Planner.
Spencer earned his B.S. in Physics from Old Dominion University, his designation CERTIFIED FINANCIAL PLANNERS™ from the College for Financial Planning and his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He holds series 6, 7, 63 and 24 securities registrations through Purshe Kaplan Sterling Investments and also holds an insurance producer license. As a Past President of Lexington Rotary and a Paul Harris Fellow, a Mason and a member of a number of networking groups, Spencer stays active within the community. He lives in Bedford with his wife, Jessica, and two small children, Taylor and Ryan.
Spencer Betts is a registered representative with Perse Kaplan and Sterling Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.
Spencer is an Investment Advisor Representative with Bickling Financial Services, Inc., a registered investment advisor and is a licensed insurance agent.
Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.